Relationship Manager

3 days ago

Miami FL USA, United States HSBC Full time
About the Role

We are seeking a highly skilled and experienced Senior Relationship Manager to join our Private Banking team in Miami. As a key member of our team, you will be responsible for acquiring, maintaining, and growing profitable long-term relationships with High Net Worth individuals and families.

Key Responsibilities
  • Combine client relationship management with strong risk assessment and management capabilities to ensure the required credit quality and requisite returns on risk.
  • Maintain HSBC internal control standards, including timely implementation of internal and external audit points, and address any issues raised by external regulators.
  • Originate target market clients focused on investment AUM, lending, and Advisory services from your own network.
  • Grow revenues across allocated portfolio, successfully manage and serve existing business relationships, and originate new revenue streams.
  • Grow HSBC's share of client wallet by involving product specialists to ensure product capabilities align with UHNW client requirements.
  • Establish and maintain networks for cooperation with other HSBC businesses to support the creation of solutions to customer needs that span geographical/product boundaries and regulatory environments.
Requirements
  • Familiarity with working with clients and prospects who are high-potential future HNW/UHNW clients.
  • At least 5 years of relationship management experience in the banking sector.
  • Proven track record in asset gathering, asset growth, and revenue generation.
  • Excellent commercial and negotiation skills, with a strong customer service focus.
  • Highly developed communication skills for use in direct client contact and problem-solving.
  • Excellent understanding of financial markets and products, with the ability to provide strong financial and statistical analysis.
  • Attention to detail and the ability to think creatively to solve problems.
  • Series 7 and 66 licenses, with the possibility of obtaining Series 7 and 66 licenses.
  • Bachelor's Degree required.
About HSBC

HSBC is committed to employing only those who are authorized to work in the U.S. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.

As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package, including a robust Wellness Hub, all in a welcoming, diverse, and inclusive work environment.

We value difference, succeed together, take responsibility, and get it done. And we want you to help us build the bank of the future.

Equal Employment Opportunity

HSBC is an equal opportunity employer and welcomes applications from all qualified candidates. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression, or any other trait protected by applicable law.

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